How it works

Auto-invite occurs if all criterion are met...

  • Loan Criteria
    • CX.MI.BLEND.BORR.AUTO.INVITE = Y
    • CX.MI.BLEND.SEND.TO.BLEND = Y
  • Borrower Criteria
    • Has not already been invited to Blend
    • Has a unique SSN (on the loan)
    • Has a unique email address (on the loan)
    • Has a first and last name

If CX.MI.BLEND.BORR.AUTO.INVITE is "Y", the Encompass loan log will be updated with the reason the borrower was or was not auto-invited to Blend.

Before auto-inviting will work, the following must be completed

Configuration

  1. Add CX.MI.BLEND.BORR.AUTO.INVITE custom field to Encompass
    CX.MI.BLEND.BORR.AUTO.INVITEmceclip0.png
    Documentation on custom fields can be found from Ellie Mae here
  2. Write a business rule that populates CX.MI.BLEND.BORR.AUTO.INVITE with a "Y" when the service should auto-invite a borrower
    Documentation on business rules can be found from Ellie Mae here
  3. Add CX.MI.BLEND.BORR.AUTO.INVITE to the reporting database
    Documentation on reporting database can be found from Ellie Mae here
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